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Learning Objectives:
In this bimonthly webinar, we aim to provide comprehensive assistance to you or your client in setting up and navigating the CustomBooks™ product. Our objective is to equip you with the necessary knowledge and skills to ensure a successful start for your playground company or first subscription. We are confident that our training will give you the confidence and knowledge you need to achieve your financial goals and grow your business.
Prerequisite:
This session is great for any level accounting partner or client with a live account or trial.
Who Should Attend? CPA – small firm, CPA – medium firm business owner
Course outline:
Learning Objectives:
Through practical demonstrations, we will show you how CustomBooks™ can enhance your firm's productivity, streamline your workflows, and facilitate seamless communication with your existing clients. By the end of the course, you will have a deeper understanding of the benefits of using CustomBooks™ and how it can transform the way you operate your business.
Prerequisite:
This session is great for any level accounting partner and no prerequisites are required.
Who Should Attend? CPA – small firm, CPA – medium firm, Other
Course outline:
Learning Objectives:
In this course, you'll get an exclusive peek behind the curtain as we review the progress CustomBooks™ has made over the past 3 months and share our plans for the next 3 months. We'll provide an in-depth overview of the latest developments and enhancements that we've implemented in CustomBooks™, as well as the challenges we've faced along the way.
Prerequisite:
This session is great for any level accounting partner and no prerequisites are required.
Who Should Attend? CPA – small firm, CPA – medium firm, Other
Course outline:
Learning Objectives:
In this course, you will learn how CustomBooks™ has brought Accounting with Inventory to the cloud. We will discuss how the future of the cloud will change the way you handle your work. We will demonstrate how CustomBooks™ can improve your firm’s efficiency, workflows, and communications with your current clients. See why we are the best QB alternative.
Prerequisite:
This session is great for any level accounting partner and no prerequisites are required.
Who Should Attend? CPA – small firm, CPA – medium firm, Other
Course outline:
Learning Objectives:
Course DescriptionLearn how Value-Based Pricing can benefit your firm; with this pricing strategy, you set prices primarily, but not exclusively. Billing clients for services based on value instead of hours spent allows you to provide additional advisory or consulting services, which are more valued by the clients than filling out forms. No longer limit your firm’s income by the limited hours in a day.
Prerequisite:
This session is great for any level accounting partner and no prerequisites are required.
Who Should Attend? CPA – small firm, CPA – medium firm, Other
Course outline:
Learning Objectives:
Learn how you can simplify busy end-of-year clientwrite-ups with a cloud-based solution, reducing the mess of your clients’ bookswhen closing while creating opportunities to build advisory work before taxseason. You can deliver a superior experience to your clients in the digitalage where fewer client touches are the new norm. The right tools will simplify your end-of-year process.
Prerequisite:
This session is great for any level accounting partner and no prerequisites are required.
Who Should Attend? CPA – small firm, CPA – medium firm, Other
Course outline:
CustomBooks™ is proud to offer CPE eligible accounting webinars. Learning is free of charge and we welcome feedback and requests on any course subjects.
CustomBooks™ is registered (License #140464) to provide CPE eligible accounting webinars with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
